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RoeF.M PORTFOLIO - New Portfolio

Investor RoeFM

RoeF.M PORTFOLIO
Individual Investor
Ranked #344,725 out of 834,231 TipRanks' Investors
Success Rate
57%
121 out of 211
profitable transactions
Average Return
6.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.69%
6-Month Return▲ 6.85%
12-Month Return▲ 25.18%
YTD Return▲ 25.18%
Total Return▲ 40.81%

Best Trade

Opened at
Closed at-
Gain▲ 164.46%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 12.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.97%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.41%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 9.04%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 7.69%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 12.66%
▲ 9.25%▲ 5.14%▲ 3.68%
▲ 7.60%▲ 2.30%▲ 4.97%
▲ 2.76%▲ 2.05%▼ 3.64%
▲ 12.88%▲ 3.56%▲ 7.40%
▲ 10.96%▲ 2.38%▲ 0.41%
▼ 3.57%▲ 0.19%▼ 9.04%
▲ 1.55%▲ 1.31%▲ 7.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
2.46%
▲ 20.14%
9
Buy
Dec 13, 2025
Microsoft
7.75%
▲ 14.72%
6
Buy
Dec 09, 2025
Meta Platforms
24.47%
▲ 22.52%
14
Buy
Dec 02, 2025
Mastercard
21.47%
▲ 6.05%
2
Buy
Dec 02, 2025
Alphabet Class A
33.28%
▲ 13.98%
11
Open
Nov 24, 2025
Italian Sea Group S.p.A.
4.04%
▼ 38.05%
33
Buy
Nov 22, 2025
Opera
1.93%
▲ 2.12%
19
Buy
Nov 21, 2025
Gambling.com
0.21%
▼ 53.98%
3
Buy
Aug 14, 2025
UniCredit SpA
0.74%
▲ 106.55%
7
Buy
Jul 04, 2025
SmartCraft ASA Class A
▲ 4.77%
4
Close
Jul 04, 2025
Bitcoin
1.43%
▼ 10.73%
3
Buy
Jul 04, 2025
Visa
▲ 34.59%
3
Close
Jul 03, 2025
Starbucks
▲ 3.77%
4
Close
Jul 03, 2025
Coca-Cola
▲ 10.49%
3
Close
Jul 03, 2025
Occidental Petroleum
▼ 5.94%
3
Close
Jul 03, 2025
Conocophillips
▼ 9.24%
4
Close
Jul 03, 2025
Berkshire Hathaway A
1.6%
▲ 10.19%
2
Sell
Jul 03, 2025
SPDR S&P Homebuilders ETF
▼ 10.12%
4
Close
Jul 03, 2025
iShares Gold Trust Micro ETF of Benef Interest
▲ 0.21%
2
Close
Jul 03, 2025
Euroseas
0.6%
▲ 30.80%
1
Open
Jun 28, 2025